See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,107 | $114,381-8.1% | $107,525-2.2% | $142,382-26.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.42% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,975 | $4,015+73.7% | $3,754+85.8% | $4,299+62.2% |
| Participant deferral / active EE | $5,714 | $5,564+2.7% | $5,116+11.7% | $6,507-12.2% |
| Admin fee / account holder | $21,004 | $9,860+113.0% | $8,919+135.5% | $12,624+66.4% |